Suite of Professional Services


There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial advice to help you choose only those products designed to pursue your current and future goals. I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.


Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals. For employers, I can offer advice on savings and pension plans.
      • 401 (k) retirement plans and Individual Retirement Accounts
      • 529 qualified tuition plans
      • Certificates of Deposit
      • U.S. Treasuries Securities
      • Group retirement and savings plans


As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan. Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.
  • Life
  • Long-term care, disability and critical illness
  • Health and dental
  • Group health benefits


Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis. From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.
  • Saving
  • Tax Strategies
  • Succession Planning
  • Financial Planning for Business Owners
  • Business Succession Planning


We offer an hourly rate for those of you who are not quite ready to implement a full financial plan and just need advice.   We will collect all of your financial documents and after carefully evaluating your situation, we will give you strategic advice on a plan that fits your needs.  We can continue meeting on an as need basis and you will be billed accordingly.